Create Task

A Staff member with manager permissions or a Non-staff contact with manager permissions can edit or delete tasks created by anyone. An account with care role can also create tasks but an account with social role does not have access to tasks.

To create a new task:

1. In the left-hand menu, click the Accounts tab and locate the desired account.
2. Select the client by clicking their account card from the list.
3. On the Schedule screen, click the + Add button and click the Add Task option. 
4. On the Create task screen, select or enter the following details in the Task Information section:
   • Category*
   • Call Name*

   • Repeats*

     For Daily occurrence, click on a day. For Customize occurrence, click on multiple days.

     

   • Date*
   • Start time* and End Time*
   • Time between reminders*
   • Description

5. Click the Create button.

   

The created Task will appear in the list of scheduled items on the Web Portal, and an onscreen notification will appear on the client's Wellness Hub.

Care Portal Schedule List

Wellness Hub Reminder